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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $31,833 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,554 |
THE RETIREMENT ADVANTAGE INC7+ years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $11,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,178 | $91,680-57.3% | $67,524-42.0% | $77,692-49.6% |
| Participation rate | 51.9% | 76.0%-24.1pp | 72.9%-21.0pp | 70.6%-18.7pp |
| Annual return | 18.71% | 14.87%+3.8pp | 3519.41%-3500.7pp | 31.25%-12.5pp |
| Employer contribution / active EE | $1,151 | $3,186-63.9% | $2,734-57.9% | $2,726-57.8% |
| Participant deferral / active EE | $2,268 | $3,909-42.0% | $4,001-43.3% | $4,648-51.2% |
| Admin fee / account holder | $357 | $176+102.6% | $4,001-91.1% | $431-17.0% |